Public record / Tickers / BRO

BRO — BROWN & BROWN, INC.

Both disclosure regimes on one name: who in Congress filed about BRO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
46
all PTR rows naming BRO
Members · 12m
8
13 buys · 13 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

April McClain Delaney · $100K–$250K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every BRO row by the provable lower bound, never a point estimate.

8 members · 13 buys / 13 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

5 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

38 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 38 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BRO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BRO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$100K–$250K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-06April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 04-17 +19d$1K–$15K
2026-04-30Jared Moskowitz D–FL-23SaleTraded 03-23 +38d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 46 ↗

Members active in BRO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BRO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
April McClain Delaney D–MD-610−$273K to $3.0K2
Byron Donalds R–FL-195−$27.0K to $43.0K2
Jared Moskowitz D–FL-233−$45.0K to −$3.0K3
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41−$15.0K to −$1.0K3
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

8 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · BRO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
2 April McClain Delaney D–MD-6, Tommy Tuberville R–AL $101K–$265K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BROWN & BROWN INC

Merged timeline of congressional filings and notable-manager moves on BRO
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$100K–$250K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+209,491 sh
2026-05-01Markel Group 13Fadd+3,000 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of BRO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
3Capital World Investors$1.1B1
4FMR LLC$1.0B1
5PRINCIPAL FINANCIAL GROUP INC$1.0B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$951M1
7STATE STREET CORP$898M1
8First Eagle Investment Management, LLC$575M1
9GEODE CAPITAL MANAGEMENT, LLC$529M1
10Select Equity Group, L.P.$523M1
11DEUTSCHE BANK AG\$274M1
12Capital Research Global Investors$254M1
13BANK OF AMERICA CORP /DE/$236M1
14ROYAL BANK OF CANADA$233M1
15Invesco Ltd.$227M1
16MORGAN STANLEY$212M1
17WELLS FARGO & COMPANY/MN$196M1
18Capital International Investors$170M1
19Allspring Global Investments Holdings, LLC$164M1
20NORTHERN TRUST CORP$160M1
21Madison Asset Management, LLC$150M1
22FENIMORE ASSET MANAGEMENT INC$145M1
23ProShare Advisors LLC$143M1
24UBS Group AG$121M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$119M1
26DIMENSIONAL FUND ADVISORS LP$112M1
27VANGUARD FIDUCIARY TRUST CO$107M1
28GOBI CAPITAL LLC$106M1
29RENAISSANCE TECHNOLOGIES LLC$103M1
30MASSACHUSETTS FINANCIAL SERVICES CO /MA/$100M1
31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$98.7M1
32Polar Capital Holdings Plc$93.9M1
33Bank of New York Mellon Corp$90.7M1
34Tandem Investment Advisors, Inc.$77.3M1
35TWO SIGMA INVESTMENTS, LP$76.0M1
36Legal & General Group Plc$72.5M1
37Verition Fund Management LLC$70.9M1
38CITADEL ADVISORS LLC$64.3M1
39Champlain Investment Partners, LLC$63.1M1
40STOREBRAND ASSET MANAGEMENT AS$61.7M1
41SUSQUEHANNA INTERNATIONAL GROUP, LLP$57.0M1
42RAYMOND JAMES FINANCIAL INC$55.8M1
43Swiss National Bank$55.5M1
44BARR E S & CO$53.5M1
45HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$50.1M1
46Giverny Capital Inc.$49.3M1
47CITIGROUP INC$48.3M1
48Sumitomo Mitsui Trust Group, Inc.$46.4M1
49Mitsubishi UFJ Asset Management Co., Ltd.$46.3M1
50NORDEA INVESTMENT MANAGEMENT AB$46.3M1
51NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$46.1M1
52ROYAL LONDON ASSET MANAGEMENT LTD$45.6M1
53Vest Financial, LLC$43.3M1
54Dundas Partners LLP$43.0M1
55Quantum Capital Management, LLC / NJ$41.8M1
56Vanguard Global Advisers, LLC$41.7M1
57Nuveen, LLC$39.6M1
58Amundi$38.6M1
59NOMURA ASSET MANAGEMENT CO LTD$38.1M1
60HSBC HOLDINGS PLC$37.6M1
61PFA Pension, Forsikringsaktieselskab$37.6M1
62SCHWARTZ INVESTMENT COUNSEL INC$36.2M1
63SNYDER CAPITAL MANAGEMENT L P$35.7M1
64ENVESTNET ASSET MANAGEMENT INC$34.0M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$33.5M1
66Gotham Asset Management, LLC$33.3M1
67Artisan Partners Limited Partnership$33.0M1
68VANGUARD ASSET MANAGEMENT, Ltd$33.0M1
69National Pension Service$32.8M1
70Korea Investment CORP$30.2M1
71EULAV Asset Management$29.0M1
72Mitsubishi UFJ Trust & Banking Corp$28.6M1
73Clarkston Capital Partners, LLC$27.1M1
74Local Pensions Partnership Investment Ltd$26.5M1
75BANK OF MONTREAL /CAN/$26.3M1
76CONFLUENCE INVESTMENT MANAGEMENT LLC$26.3M1
77OSTERWEIS CAPITAL MANAGEMENT INC$25.9M1
78SEI INVESTMENTS CO$24.6M1
79ALLIANCEBERNSTEIN L.P.$23.6M1
80STIFEL FINANCIAL CORP$23.3M1
81PhiloSmith Capital Corp$22.7M1
82CIBC Asset Management Inc$22.6M1
83Cresset Asset Management, LLC$22.0M1
84AMERIPRISE FINANCIAL INC$20.3M1
85FEDERATED HERMES, INC.$20.0M1
86KEYBANK NATIONAL ASSOCIATION/OH$19.6M1
87LPL Financial LLC$18.1M1
88FULLER & THALER ASSET MANAGEMENT, INC.$17.8M1
89DIAMOND HILL CAPITAL MANAGEMENT INC$16.9M1
90Distillate Capital Partners LLC$16.3M1
91AVIVA PLC$16.1M1
92Pictet Asset Management Holding SA$15.6M1
93DF DENT & CO INC$15.2M1
94APG Asset Management N.V.$15.1M1
95MACKENZIE FINANCIAL CORP$14.8M1
96STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.7M1
97VICTORY CAPITAL MANAGEMENT INC$14.2M1
98Heron Bay Capital Management$14.2M1
99Summit Wealth Partners, LLC$13.2M1
100DANSKE BANK A/S$13.1M1
101FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$13.0M1
102Running Oak Capital LLC$12.6M1
103JACKSON HILL ADVISORS, LLC$12.1M1
104Candriam S.C.A.$12.1M1
105BAILLIE GIFFORD & CO$12.1M1
106TRUIST FINANCIAL CORP$11.7M1
107Aberdeen Group plc$11.6M1
108Creative Planning$11.6M1
109STATE OF WISCONSIN INVESTMENT BOARD$11.4M1
110MILLENNIUM MANAGEMENT LLC$10.9M1
111Squarepoint Ops LLC$10.7M1
112Quantinno Capital Management LP$10.6M1
113Sanctuary Advisors, LLC$10.4M1
114River Road Asset Management, LLC$10.2M1
115MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.1M1
116Taikang Asset Management (Hong Kong) Co Ltd$9.8M1
117Chevy Chase Trust Holdings, LLC$9.5M1
118KENNEDY CAPITAL MANAGEMENT LLC$9.4M1
119Vanguard Investments Australia, Ltd.$9.4M1
120FORA Capital, LLC$9.4M1
121MATTERN CAPITAL MANAGEMENT, LLC$9.3M1
122PRUDENTIAL FINANCIAL INC$9.2M1
123ExodusPoint Capital Management, LP$9.0M1
124NEW YORK STATE COMMON RETIREMENT FUND$8.9M1
125TD ASSET MANAGEMENT INC$8.8M1
126Universal- Beteiligungs- und Servicegesellschaft mbH$8.8M1
127EXCHANGE TRADED CONCEPTS, LLC$8.6M1
128Channing Capital Management, LLC$8.6M1
129Resona Asset Management Co.,Ltd.$8.5M1
130OMERS ADMINISTRATION Corp$8.3M1
131FRANKLIN RESOURCES INC$8.2M1
132CIBC Bancorp USA Inc.$8.1M1
1331832 Asset Management L.P.$8.0M1
134Zurcher Kantonalbank (Zurich Cantonalbank)$8.0M1
135Asset Management One Co., Ltd.$7.9M1
136BALYASNY ASSET MANAGEMENT L.P.$7.8M1
137COMMONWEALTH EQUITY SERVICES, LLC$7.7M1
138UMB Bank, n.a.$7.7M1
139Tredje AP-fonden$7.7M1
140Redwood Grove Capital, LLC$7.6M1
141Courant Investment Management LLC$7.6M1
142TORONTO DOMINION BANK$7.6M1
143EdgePoint Investment Group Inc.$7.4M1
144Hi-Line Capital Management, LLC$7.4M1
145GHP Investment Advisors, Inc.$7.1M1
146LOUNTZIS ASSET MANAGEMENT, LLC$7.0M1
147YOUSIF CAPITAL MANAGEMENT, LLC$7.0M1
148KLP KAPITALFORVALTNING AS$6.6M1
149SPRING CAPITAL MANAGEMENT, LLC$6.6M1
150State of New Jersey Common Pension Fund D$6.4M1
151Kingsview Wealth Management, LLC$6.2M1
152WELLINGTON MANAGEMENT GROUP LLP$6.1M1
153Connor, Clark & Lunn Investment Management Ltd.$6.0M1
154OSAIC HOLDINGS, INC.$5.9M1
155CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.9M1
156Holocene Advisors, LP$5.8M1
157Lansforsakringar Fondforvaltning AB (publ)$5.8M1
158Marks Group Wealth Management, Inc$5.7M1
159Pictet North America Advisors SA$5.6M1
160US BANCORP \DE\$5.6M1
161PUBLIC SECTOR PENSION INVESTMENT BOARD$5.4M1
162PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.4M1
163BNP Paribas Asset Management Holding S.A.$5.3M1
164COOPER INVESTORS PTY LTD$5.3M1
165Czech National Bank$5.2M1
166Arizona State Retirement System$5.1M1
167Mirae Asset Global Investments Co., Ltd.$4.8M1
168XTX Topco Ltd$4.7M1
169LBP AM SA$4.7M1
170KELLEHER FINANCIAL ADVISORS$4.7M1
171Rafferty Asset Management, LLC$4.6M1
172Triad Investment Management$4.6M1
173MetLife Investment Management, LLC$4.5M1
174SAWGRASS ASSET MANAGEMENT LLC$4.5M1
175Rockefeller Capital Management L.P.$4.5M1
176Capital International, Inc./CA/$4.5M1
177COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.4M1
178GUGGENHEIM CAPITAL LLC$4.4M1
179AQR CAPITAL MANAGEMENT LLC$4.3M1
180FIFTH THIRD BANCORP$4.3M1
181NATIONAL BANK OF CANADA /FI/$4.2M1
182PARNASSUS INVESTMENTS, LLC$4.2M1
183DnB Asset Management AS$4.1M1
184FIL Ltd$4.1M1
185Retirement Systems of Alabama$4.1M1
186Westbourne Investment Advisors, Inc.$4.0M1
187SEB Asset Management AB$3.9M1
188BENJAMIN EDWARDS INC$3.9M1
189Ensign Peak Advisors, Inc$3.8M1
190VOYA INVESTMENT MANAGEMENT LLC$3.8M1
191Stonebridge Financial Group, LLC$3.7M1
192MUFG Securities EMEA plc$3.7M1
193Y-Intercept (Hong Kong) Ltd$3.7M1
194&PARTNERS$3.7M1
195XPONANCE LLC$3.6M1
196WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$3.6M1
197Daiwa Securities Group Inc.$3.4M1
198NISA INVESTMENT ADVISORS, LLC$3.4M1
199AGF MANAGEMENT LTD$3.4M1
200BANK OF NOVA SCOTIA$3.3M1
201NewEdge Advisors, LLC$3.2M1
202IFM Investors Pty Ltd$3.2M1
203Southeast Asset Advisors, LLC$3.2M1
204Corient Private Wealth LLC$3.1M1
205Utah Retirement Systems$3.0M1
206Walleye Capital LLC$2.9M1
207Vanguard Personalized Indexing Management, LLC$2.9M1
208PARK NATIONAL CORP /OH/$2.9M1
209Rakuten Investment Management, Inc.$2.8M1
210STEPHENS INC /AR/$2.7M1
211Davidson Kahn Capital Management, LLC$2.7M1
212NEOS Investment Management LLC$2.7M1
213Sumitomo Mitsui DS Asset Management Company, Ltd$2.7M1
214NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.6M1
215BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
216NISSAY ASSET MANAGEMENT CORP /JAPAN$2.6M1
217MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.5M1
218COLDSTREAM CAPITAL MANAGEMENT INC$2.5M1
219Cerity Partners LLC$2.5M1
220Legacy Financial Strategies, LLC$2.4M1
221Cetera Investment Advisers$2.4M1
222Ethic Inc.$2.4M1
223UniSuper Management Pty Ltd$2.3M1
224Integrity Financial Corp /WA$2.3M1
225CREDIT AGRICOLE S A$2.3M1
226O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
227CRAWFORD INVESTMENT COUNSEL INC$2.2M1
228OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.2M1
229Summit Trail Advisors, LLC$2.2M1
230Steward Partners Investment Advisory, LLC$2.1M1
231Tidal Investments LLC$2.1M1
232Prospera Financial Services Inc$2.0M1
233Jain Global LLC$2.0M1
234INTECH INVESTMENT MANAGEMENT LLC$2.0M1
235Delta Global Management LP$2.0M1
236Capital International Sarl$2.0M1
237OP Asset Management Ltd$2.0M1
238Carnegie Investment Counsel$2.0M1
239HighTower Advisors, LLC$2.0M1
240Avanza Fonder AB$2.0M1
241Pathstone Holdings, LLC$1.9M1
242Elser Financial Planning, Inc$1.9M1
243Empowered Funds, LLC$1.9M1
244Swiss Life Asset Management Ltd$1.8M1
245MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
246TD Waterhouse Canada Inc.$1.8M1
247Invst, LLC$1.8M1
248WealthPlan Investment Management, LLC$1.8M1
249Maridea Wealth Management LLC$1.7M1
250Atria Investments, Inc$1.7M1
251Ironwood Investment Counsel, LLC$1.7M1
252Ironvine Capital Partners, LLC$1.7M1
253Jones Kertz & Associates, Inc.$1.7M1
254Savant Capital, LLC$1.6M1
255Janus Henderson Group Ltd.$1.6M1
256Nicholson Wealth Management Group, LLC$1.6M1
257SALEM INVESTMENT COUNSELORS INC$1.6M1
258Harbor Advisors LLC$1.6M1
259HANCOCK WHITNEY CORP$1.5M1
260Third View Private Wealth, LLC$1.5M1
261Ameritas Investment Partners, Inc.$1.4M1
262WCM INVESTMENT MANAGEMENT, LLC$1.4M1
263NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4M1
264CACTI ASSET MANAGEMENT LLC$1.4M1
265Investment Management Corp of Ontario$1.4M1
266Inspire Investing, LLC$1.3M1
267WealthPLAN Partners, LLC$1.3M1
268Fairbanks Capital Management, Inc.$1.3M1
269Allianz Asset Management GmbH$1.3M1
270FIDUCIARY TRUST CO$1.3M1
271Boston Partners$1.3M1
272MGO ONE SEVEN LLC$1.2M1
273Lido Advisors, LLC$1.2M1
274MACQUARIE GROUP LTD$1.2M1
275AXQ CAPITAL, LP$1.2M1
276PENINSULA ASSET MANAGEMENT INC$1.2M1
277ABN AMRO INVESTMENT SOLUTIONS$1.2M1
278MIZUHO SECURITIES USA LLC$1.2M1
279AMERIFLEX GROUP, INC.$1.1M1
280AIGEN INVESTMENT MANAGEMENT, LP$1.1M1
281Pullen Investment Management, LLC$1.1M1
282Cyndeo Wealth Partners, LLC$1.1M1
283Callan Family Office, LLC$1.1M1
284Roundview Capital LLC$1.1M1
285Eurizon Capital SGR S.p.A.$1.1M1
286EVERMAY WEALTH MANAGEMENT LLC$1.1M1
287Norinchukin Bank, The$1.0M1
288CANADA PENSION PLAN INVESTMENT BOARD$1.0M1
289Metis Global Partners, LLC$1.0M1
290CVFG LLC$1.0M1
291CIM, LLC$989K1
292Monte Financial Group, LLC$989K1
293HB Wealth Management, LLC$970K1
294M&T BANK CORP$952K1
295iSAM Funds (UK) Ltd$947K1
296MERCER GLOBAL ADVISORS INC /ADV$935K1
297Tower Research Capital LLC (TRC)$932K1
298Vident Advisory, LLC$926K1
299TWO SIGMA SECURITIES, LLC$916K1
300MARKEL GROUP INC.$913K1
301Maryland State Retirement & Pension System$907K1
302CHOREO, LLC$902K1
303AG2R LA MONDIALE GESTION D'ACTIFS$901K1
304GREENLEAF TRUST$892K1
305GLENMEDE TRUST CO NA$883K1
306Wealthfront Advisers LLC$869K1
307ING GROEP NV$867K1
308Federation des caisses Desjardins du Quebec$867K1
309Cannell & Spears LLC$866K1
310Capital Investment Advisors, LLC$845K1
311WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$844K1
312Compass Ion Advisors, LLC$834K1
313CATHY PARETO & ASSOCIATES, INC$832K1
314Trueblood Wealth Management, LLC$819K1
315Summit Financial, LLC$788K1
316Cross Staff Investments Inc$788K1
317OCCUDO QUANTITATIVE STRATEGIES LP$780K1
318Crossmark Global Holdings, Inc.$766K1
319Concurrent Investment Advisors, LLC$766K1
320TOKIO MARINE ASSET MANAGEMENT CO LTD$764K1
321B. Metzler seel. Sohn & Co. AG$758K1
322Gilbert & Cook, Inc.$758K1
323Diversified Trust Co$751K1
324Sequoia Financial Advisors, LLC$747K1
325Benchmark Investment Advisors LLC$742K1
326Resonant Capital Advisors, LLC$740K1
327Osmosis Investment Management UK Ltd$734K1
328UNITED CAPITAL FINANCIAL ADVISORS, LLC$731K1
329Wealthcare Advisory Partners LLC$727K1
330SCHRODER INVESTMENT MANAGEMENT GROUP$722K1
331Live Oak Private Wealth LLC$715K1
332FIRST TRUST ADVISORS LP$715K1
333Brevan Howard Capital Management LP$715K1
334EQUITABLE TRUST CO$711K1
335Chaney Capital Management, Inc.$708K1
336Brooklyn Investment Group$706K1
337Saudi Central Bank$699K1
338Texas Yale Capital Corp.$694K1
339Greenfield Seitz Capital Management, LLC$691K1
340Banque Cantonale Vaudoise$686K1
341SECURED RETIREMENT ADVISORS, LLC$672K1
342Numerai GP LLC$668K1
343E. Ohman J:or Asset Management AB$665K1
344Parkwoods Wealth Partners, LLC$655K1
345Penobscot Investment Management Company, Inc.$655K1
346HARMONY ASSET MANAGEMENT LLC$652K1
347Access Investment Management LLC$652K1
348ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$641K1
349Advisory Alpha, LLC$638K1
350Radnor Capital Management, LLC$636K1
351NATIXIS$636K1
352Glenview Trust Co$631K1
353PANAGORA ASSET MANAGEMENT INC$627K1
354Vestmark Advisory Solutions, Inc.$626K1
355Occidental Asset Management, LLC$623K1
356PRINCIPAL SECURITIES, INC.$620K1
357WEDGE CAPITAL MANAGEMENT L L P/NC$614K1
358NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$611K1
359CenterBook Partners LP$607K1
360SFM, LLC$599K1
361AE Wealth Management LLC$597K1
362Proficio Capital Partners LLC$588K1
363Hyperion Capital Advisors LP$580K1
364Bank Pictet & Cie (Europe) AG$580K1
365COMMERCE BANK$575K1
366Sterling Capital Management LLC$573K1
367MML INVESTORS SERVICES, LLC$571K1
368Aptus Capital Advisors, LLC$557K1
369CWC Advisors, LLC.$553K1
370Independent Advisor Alliance$553K1
371PRUDENTIAL PLC$552K1
372BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$546K1
373North Dakota State Investment Board$544K1
374Keyes, Stange & Wooten Wealth Management, LLC$539K1
375CWM, LLC$537K1
376TWINBEECH CAPITAL LP$529K1
377MUFG SECURITIES AMERICAS INC.$528K1
378SUMMITRY LLC$527K1
379Atlas Legacy Advisors, LLC$526K1
380Polymer Capital Management (US) LLC$525K1
381SECURIAN ASSET MANAGEMENT, INC$514K1
382Equitable Holdings, Inc.$513K1
383OXFORD ASSET MANAGEMENT LLP$505K1
384Global X Japan Co., Ltd.$502K1
385Balefire, LLC$500K1
386NOMURA HOLDINGS INC$499K1
387Verdence Capital Advisors LLC$497K1
388Vise Technologies, Inc.$486K1
389Laird Norton Wetherby Trust Company, LLC$485K1
390Brookstone Capital Management$481K1
391Aware Super Pty Ltd as trustee of Aware Super$477K1
392EP Wealth Advisors, LLC$466K1
393DAVENPORT & Co LLC$464K1
394Copeland Capital Management, LLC$463K1
395D. E. Shaw & Co., Inc.$463K1
396SevenBridge Financial Group, LLC$456K1
397Hennion & Walsh Asset Management, Inc.$455K1
398Moors & Cabot, Inc.$452K1
399Odyssean, LLC$449K1
400STUDIO INVESTMENT MANAGEMENT LLC$448K1
401SummitTX Capital, L.P.$448K1
402Xcel Wealth Management, LLC$446K1
403Talon Private Wealth, LLC$439K1
404Wealthspire Retirement, LLC$436K1
405TICINO WEALTH$433K1
406Holland Advisory Services, Inc.$419K1
407RITHOLTZ WEALTH MANAGEMENT$409K1
408Baker Avenue Asset Management, LP$405K1
409OPPENHEIMER ASSET MANAGEMENT INC.$401K1
410Pine Valley Investments Ltd Liability Co$401K1
411Waverly Advisors, LLC$397K1
412AssuredPartners Investment Advisors, LLC$397K1
413BBR PARTNERS, LLC$391K1
414Kestra Advisory Services, LLC$390K1
415RWA WEALTH PARTNERS, LLC$388K1
416Leonteq Securities AG$383K1
417GATEWAY INVESTMENT ADVISERS LLC$381K1
418Engineers Gate Manager LP$381K1
419Vontobel Holding Ltd.$378K1
420EVERGREEN CAPITAL MANAGEMENT LLC$374K1
421Woodline Partners LP$372K1
422Revisor Wealth Management LLC$371K1
423Advisor OS, LLC$370K1
424EVOLVE PRIVATE WEALTH, LLC$369K1
425S-Bank Fund Management Ltd$365K1
426MJP ASSOCIATES INC /ADV$363K1
427MIRABELLA FINANCIAL SERVICES LLP$352K1
428JOURNEY STRATEGIC WEALTH LLC$351K1
429Centennial Bank/AR/$347K1
430Apollon Wealth Management, LLC$340K1
431BOOTHBAY FUND MANAGEMENT, LLC$339K1
432Mutual Advisors, LLC$337K1
433BOK Financial Private Wealth, Inc.$336K1
434FIDELIS CAPITAL PARTNERS, LLC$333K1
435Dai-ichi Life Insurance Company, Ltd$331K1
436SIGNATUREFD, LLC$327K1
437PHILLIPS FINANCIAL MANAGEMENT, LLC$323K1
438RMR Capital Management, LLC$321K1
439JANE STREET GROUP, LLC$316K1
440Gibbs Wealth Management$313K1
441Blue Zone Wealth Advisors, LLC$313K1
442Forum Private Client Group LLC$299K1
443WBI INVESTMENTS, LLC$297K1
444FIRST NATIONAL BANK OF OMAHA$294K1
445NORTHBRIDGE FINANCIAL GROUP, LLC$294K1
446Meeder Advisory Services, Inc.$294K1
447STRATEGY ASSET MANAGERS LLC$290K1
448BROWN ADVISORY INC$288K1
449Legacy Capital Wealth Partners, LLC$285K1
450TEACHER RETIREMENT SYSTEM OF TEXAS$283K1
451FOUNDATIONS INVESTMENT ADVISORS, LLC$283K1
452Apriem Advisors$283K1
453Assenagon Asset Management S.A.$282K1
454TEMA ETFS LLC$281K1
455Serenity Investment Advisors$280K1
456BEESE FULMER INVESTMENT MANAGEMENT, INC.$279K1
457OpenArc Corporate Advisory, LLC$277K1
458ASR Vermogensbeheer N.V.$275K1
459Belpointe Asset Management LLC$270K1
460Siemens Fonds Invest GmbH$270K1
461PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$270K1
462WASHINGTON TRUST BANK$263K1
463MEANS INVESTMENT CO., INC.$261K1
464VELA Investment Management, LLC$260K1
465REGIONS FINANCIAL CORP$255K1
466PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$246K1
467GEORGE KAISER FAMILY FOUNDATION$246K1
468ARQ WEALTH ADVISORS, LLC$243K1
469Ballentine Partners, LLC$242K1
470Checchi Capital Advisers, LLC$239K1
471W.H. Cornerstone Investments Inc.$233K1
472QUADRANT CAPITAL GROUP LLC$231K1
473QRG CAPITAL MANAGEMENT, INC.$230K1
474Ashton Thomas Private Wealth, LLC$229K1
475XXI WEALTH, LLC$225K1
476Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$224K1
477Frank, Rimerman Advisors LLC$224K1
478Strategies Wealth Advisors, LLC$224K1
479Impact Capital Partners LLC$223K1
480World Investment Advisors$223K1
481Red Door Wealth Management, LLC$221K1
482NORDEN GROUP LLC$221K1
483Phillips Wealth Planners LLC$212K1
484ELEVATION POINT WEALTH PARTNERS, LLC$212K1
485Orion Porfolio Solutions, LLC$210K1
486Blueshift Asset Management, LLC$209K1
487TOCQUEVILLE ASSET MANAGEMENT L.P.$209K1
488Venator Management LLC$209K1
489Dana Investment Advisors, Inc.$207K1
490Merit Financial Group, LLC$206K1
491GREAT VALLEY ADVISOR GROUP, INC.$204K1
492PATTON FUND MANAGEMENT, INC.$204K1
493GTS SECURITIES LLC$202K1
494Credit Capital Investments LLC$202K1
495Caitong International Asset Management Co., Ltd$174K1
496ASSETMARK, INC$171K1
497MAI Capital Management$163K1
498Clearstead Advisors, LLC$159K1
499MATHER GROUP, LLC.$142K1
500Blue Trust, Inc.$142K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)13 buy / 13 sell
Congress net ($ bound)−$417K to $83.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BRO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BRO
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for BRO · financials and macro

Financials — as filed PLANNED

BRO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BRO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing